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Alternative Market Briefing

Tellworth Investments launches UK small-cap fund for former Schroders duo Marriage and Warren

Wednesday, October 17, 2018

Laxman Pai, Opalesque Asia:

BennBridge boutique Tellworth Investments is launching a UK Smaller Companies fund for former Schroders duo Paul Marriage and John Warren.

A press release from the multi-boutique investment firm said that the Tellworth UK Smaller Companies fund, which launches in November, will employ the same investment strategy that Marriage and Warren used at Cazenove Capital and Schroders.

The Fund, a UK OEIC, will invest in UK registered and listed companies with a market cap of GBP50m - GBP2bn, based on growth potential and value.

The duo will attempt to deliver superior returns for clients by investing in a portfolio of between 40 and 60 stocks, using a bottom-up stock selection process.

Commenting on the launch, Paul Marriage, Co-Founder of Tellworth and manager of the UK Smaller Companies fund, said: "Having managed a similar fund since 2006 at both Cazenove and Schroders, John and I are delighted to be launching this fund and look forward to discovering more UK gems for our clients in the coming years."

Prior to launching Tellworth, Paul managed the award-winning Schroder UK Dynamic Smaller Companies fund from 2006 to 2017, with John joining in 2010. During their tenure in charge of the fund it returned 435% versus the benchmark FTSE Small Cap Index of 114%.

As specialists in UK small and mid-cap stock picking, the Tellworth team will aim to continue to capture the alpha opportunity in small cap markets and strive to deliver su......................

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